Find the Right Event for Your Target Market

Connecting with the right audience starts with attending the right events. Whether you’re targeting small business owners, young professionals, or retirees, we’ve curated a list of event types tailored to your goals. Explore the categories below to find the perfect opportunities to network, learn, and grow.

    • Chamber of Commerce Meetings: Engage with local entrepreneurs and small business owners.

    • Industry Trade Shows: Events that align with key industries in your area.

    • Small Business Workshops: Offer financial planning insights to attendees.

    • Business Networking Groups: BNI (Business Network International) or other local networking groups.

    • Startup Pitch Events: Meet founders who may need financial guidance.

    • Art Shows & Gallery Openings: Upscale events where affluent individuals often gather.

    • Charity Galas and Fundraisers: Networking opportunities with philanthropically inclined individuals.

    • Golf Tournaments: Casual settings to meet potential clients.

    • Yacht Clubs or Sailing Events: Access to individuals with significant disposable income.

    • Luxury Product Launches: For cars, watches, or fashion brands targeting high-income clients.

    • Sports League Sponsorships: Engage with families by sponsoring youth sports teams or leagues.

    • Back-to-School Fairs: Provide resources for education savings plans or budgeting for school expenses.

    • Wedding Expos: Meet with couples planning for their future who may need financial guidance.

    • Parent-Teacher Association (PTA) Meetings: Opportunities to connect with parents planning for their children's futures.

    • Community Events / Festivals: Informal opportunities to meet families in a relaxed setting.

    • First-Time Homebuyer Workshops: Collaborate with real estate agents to offer insights

    • Financial Literacy Workshops for Parents: Collaborate with schools or libraries to educate parents on saving for education and family expenses.

    • Senior Centers or Clubs: Host workshops about retirement income planning.

    • Estate Planning Seminars: Partner with estate attorneys to reach potential clients.

    • Financial Planning & Medicare Workshops: Combine discussions on health plans with retirement savings.

    • Lifestyle Expos for Seniors: These events often focus on travel, hobbies, and wellness for retirees.

    • Lifelong Learning Centers: Universities often have programs for retirees—consider offering seminars there.

    • Union Meetings: Offer financial planning tailored to union members.

    • Home Improvement Expos: Network with professionals in construction and trades.

    • Community Barbecues or Sports Events: Casual environments to connect.

    • Volunteer Firefighter or Local Civic Events: Build relationships through shared community involvement.

    • Women in Business Conferences: Focus on empowering female entrepreneurs and executives.

    • Wellness Retreats: Opportunities to connect in a relaxed setting.

    • Parenting Groups: Help mothers balance financial planning with family goals.

    • Book Clubs or Social Gatherings: Informal venues to build trust.

    • Tech Conferences: Attend large-scale events like CES or local tech-focused gatherings to connect with professionals.

    • Co-Working Spaces: Partner with tech-focused coworking hubs for workshops on financial independence.

    • Stock Option Seminars: Offer insights into navigating equity compensation plans, a significant concern for tech employees.

    • Startup Incubators: Host sessions on managing sudden wealth, budgeting for bootstrapped businesses, or tax efficiencies.

    • Hospital Benefit Fairs: Engage directly with doctors, nurses, and hospital staff at in-house fairs.

    • Medical Association Conferences: Attend or sponsor conferences tailored to specialties (e.g., cardiology or radiology).

    • Residency Programs: Host workshops for residents transitioning to full-time practice.

    • Healthcare Career Fairs: Help new professionals understand their unique financial challenges, like student loan repayment.

    • Specialty Clinics: Partner with small practices for tailored financial planning sessions.

    • Transition Workshops: Help service members transitioning to civilian life with financial planning sessions.

    • Military Bases: Attend or sponsor financial literacy events on bases.

    • Veteran Networking Events: Engage with veterans who may be looking for financial planning advice.

    • USO Centers: Collaborate with the USO to provide financial resources for active-duty service members.

    • Military Spouse Career Fairs: Provide resources on how families can balance financial goals during deployments.

    • Realtor Association Meetings: Present on how financial advisors can complement their work.

    • Mortgage Broker Networking Events: Build relationships with brokers and lenders to gain referrals.

    • First-Time Homebuyer Seminars: Partner with real estate agents to offer comprehensive planning sessions.

    • Open Houses: Attend luxury home open houses to meet potential clients and network with agents.

    • Real Estate Investment Clubs: Network with investors who may need guidance on diversifying their portfolios.

    • Property Management Conferences: Engage with property managers looking to maximize their income streams.

    • Construction & Development Forums: Meet professionals involved in real estate development.

How to Make the Most of Your Event

  • Be Prepared: Bring business cards, elevator pitches, and tailored materials for your target audience.

  • Follow Up: Solidify new connections with timely, personalized follow-ups.

  • Collaborate with CFG Marketing: Need support? Email cfgmarketing@financialguide.com for help with materials or strategy.

Networking Events

Here are the upcoming networking events designed to help you connect with potential clients, expand your network, and grow your business.

Be sure to register through the event website and touch base with CFG Marketing to ensure you have everything you need to make the most of your experience.

For questions, additional details, or suggestions for future events, feel free to email us at cfgmarketing@financialguide.com — we’re here to help!

Approval Process

If you’re hosting an event, it must be pre-approved by compliance.

  • Coordinate with the marketing team 6-8 weeks prior to the event so that the team can submit all materials (invitations, presentations, flyers, emails, etc.) to compliance

  • Once all materials are approved, complete the Event Pre-Approval Form and email it to CFGPrincipal@financialguide.com

More details can be found here: Event and Seminar Guidelines

Events Kits

In-Person

To make your table stand out at an event, we suggest borrowing an event kit from one of the CFG offices. We also suggest reaching out to marketing to display pre-approved pieces, purchasing CFG-branded items through the CFG Store, and decorating your table with flowers or balloons.

Virtual

In this digital era, webinars are a great way to connect with both potential and current clients virtually. As the host or a panelist, you can share your screen, video, and audio in a webinar, while attendees can use the chat or question-and-answer options to interact with the host and panelists.

Learn how to set up a Zoom webinar with these video tutorials:

Seminars

Seminars are a powerful tool to help you create rapport, build trust, and enhance your credibility. Check out our library of topics and correlating materials to help you prepare and present an effective seminar.

We’ll continue to add relevant content to this page as it becomes available. If you’d like a specific topic to be rebranded, please submit your request here.

Post-Event Success Form

How did your event go? Accountability is key to ensuring you are always driving success! Evaluate yourself and your event here.

Upcoming Networking Events Massachusetts

Here are the upcoming networking events designed to help you connect with potential clients, expand your network, and grow your business.

Be sure to register through the event website and touch base with CFG Marketing to ensure you have everything you need to make the most of your experience.

For questions, additional details, or suggestions for future events, feel free to email us at cfgmarketing@financialguide.com — we’re here to help!

Upcoming Networking Events
Vermont

Here are the upcoming networking events designed to help you connect with potential clients, expand your network, and grow your business.

Be sure to register through the event website and touch base with CFG Marketing to ensure you have everything you need to make the most of your experience.

For questions, additional details, or suggestions for future events, feel free to email us at cfgmarketing@financialguide.com — we’re here to help!

Upcoming Networking Events New Hampshire

Here are the upcoming networking events designed to help you connect with potential clients, expand your network, and grow your business.

Be sure to register through the event website and touch base with CFG Marketing to ensure you have everything you need to make the most of your experience.

For questions, additional details, or suggestions for future events, feel free to email us at cfgmarketing@financialguide.com — we’re here to help!